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Invesco Active Allocation Y OAAYX

Analyst rating as of
NAV / 1-Day Return
15.13  /  0.40 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
Above Average
Longest Manager Tenure
3.89 years
Category
Allocation--70% to 85% Equity
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.18%
Turnover
70%
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Morningstar’s Analysis

Will OAAYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A relatively new management team modifies this fund's approach.

Summary

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Invesco Active Allocation has seen recent manager changes and offers a reasonable, but undifferentiated, approach to a moderately aggressive allocation fund. It continues to earn a Morningstar Analyst rating of Neutral across most share classes as the managers build out a track record. The most expensive share class has been downgraded to Negative under our enhanced ratings methodology.

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